iSHARES TRUST - IBDS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,267,348 | 224,640 | 0.02% | 0.02% | 1 | +312,522 | 3.49% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,201,127 | 126,075 | 0.19% | 0.19% | 2 | +25,381 | 0.49% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 4,651,050 | 112,741 | 0.34% | 0.26% | 3 | +1,093,639 | 30.74% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 4,400,005 | 106,656 | 0.01% | 0.01% | 4 | +260,402 | 6.29% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 4,263,390 | 103,344 | 0.02% | 0.02% | 5 | +360,887 | 9.25% | Q1 2026 | May 05, 2026 |
| HM PAYSON & CO | History | Reduced | 4,133,684 | 100,200 | 1.45% | 1.45% | 6 | -104,830 | -2.47% | Q1 2026 | Apr 13, 2026 |
| LPL Financial LLC | History | Added to | 3,437,609 | 83,327 | 0.02% | 0.02% | 7 | +189,329 | 5.83% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,375,777 | 81,828 | 0.03% | 0.03% | 8 | +28,394 | 0.85% | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 2,048,974 | 49,667 | 3.38% | 3.23% | 9 | +66,283 | 3.34% | Q1 2026 | May 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 1,933,008 | 46,856 | 0.75% | 0.72% | 10 | +91,196 | 4.95% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,819,241 | 44,040 | 0.01% | 0.01% | 11 | +99,072 | 5.76% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,815,796 | 44,014 | 0.05% | 0.05% | 12 | +16,150 | 0.9% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,762,449 | 42,721 | 0.62% | 0.6% | 13 | +141,293 | 8.72% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,710,353 | 41,459 | 0.01% | 0.01% | 14 | +73,327 | 4.48% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,627,920 | 39,460 | 0.01% | 0.01% | 15 | -337,947 | -17.19% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,483,260 | 35,954 | 0.05% | 0.05% | 16 | -53,747 | -3.5% | Q1 2026 | Apr 27, 2026 |
| Gratus Wealth Advisors, LLC | History | Added to | 1,465,127 | 35,514 | 5.14% | 4.72% | 17 | +63,140 | 4.5% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,455,970 | 35,292 | 0.06% | 0.06% | 18 | +95,096 | 6.99% | Q1 2026 | May 14, 2026 |
| THREADGILL FINANCIAL, LLC | History | Added to | 1,420,636 | 34,436 | 10.0% | 8.9% | 19 | +554,192 | 63.96% | Q1 2026 | Apr 20, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 1,371,208 | 33,238 | 2.05% | 2.06% | 20 | +112,313 | 8.92% | Q1 2026 | Apr 28, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 1,360,290 | 32,973 | 2.03% | 2.07% | 21 | -2,601 | -0.19% | Q1 2026 | May 05, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 1,295,766 | 31,409 | 1.66% | 1.58% | 22 | +18,575 | 1.45% | Q1 2026 | Apr 29, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 1,269,820 | 30,780 | 1.22% | 1.14% | 23 | +32,247 | 2.61% | Q1 2026 | Apr 14, 2026 |
| RVW Wealth, LLC | History | Added to | 1,217,920 | 29,522 | 2.3% | 2.17% | 24 | +47,339 | 4.04% | Q1 2026 | Apr 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,150,506 | 27,888 | 0.04% | 0.04% | 25 | +17,315 | 1.53% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,017,461 | 24,663 | 0.02% | 0.02% | 26 | -95,547 | -8.58% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,003,964 | 24,336 | 0.09% | 0.08% | 27 | +201,891 | 25.17% | Q1 2026 | Apr 30, 2026 |
| TABR Capital Management, LLC | History | Added to | 990,460 | 24,008 | 22.09% | 15.54% | 28 | +30,999 | 3.23% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 986,619 | 23,915 | 0.01% | 0.01% | 29 | +61,789 | 6.68% | Q1 2026 | May 07, 2026 |
| Klingman & Associates, LLC | History | Reduced | 985,527 | 23,889 | 1.14% | 1.2% | 30 | -41,717 | -4.06% | Q1 2026 | May 14, 2026 |
| Wick Capital Partners, LLC | History | Added to | 893,964 | 21,669 | 3.95% | 3.52% | 31 | +85,593 | 10.59% | Q1 2026 | May 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 857,584 | 20,787 | 2.04% | 1.87% | 32 | +54,102 | 6.73% | Q1 2026 | Apr 30, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 787,989 | 19,100 | 0.19% | 0.2% | 33 | +57,674 | 7.9% | Q1 2026 | May 12, 2026 |
| Summit Asset Management, LLC | History | Added to | 772,155 | 18,717 | 2.6% | 2.62% | 34 | +9,337 | 1.22% | Q1 2026 | May 08, 2026 |
| REBALANCE, LLC | History | Reduced | 759,422 | 18,408 | 1.07% | 1.1% | 35 | -12,933 | -1.67% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 756,131 | 18,328 | 0.02% | 0.02% | 36 | +24,395 | 3.33% | Q1 2026 | May 14, 2026 |
| Meiji Yasuda Life Insurance Co | History | Added to | 755,000 | 18,301 | 0.63% | 0.4% | 37 | +187,000 | 32.92% | Q1 2026 | May 12, 2026 |
| Glenview Trust Co | History | Reduced | 739,672 | 17,929 | 0.28% | 0.28% | 38 | -1,983 | -0.27% | Q1 2026 | May 08, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 739,406 | 17,923 | 0.29% | 0.19% | 39 | +350,719 | 90.23% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | Added to | 701,448 | 17,003 | 0.02% | 0.02% | 40 | +32,218 | 4.81% | Q1 2026 | May 14, 2026 |
| SPINNAKER TRUST | History | Added to | 680,902 | 16,505 | 0.91% | 0.76% | 41 | +93,956 | 16.01% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 666,245 | 16,149 | 0.09% | 0.08% | 42 | +29,041 | 4.56% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 640,613 | 15,528 | 0.18% | 0.15% | 43 | +77,101 | 13.68% | Q1 2026 | Apr 28, 2026 |
| Strid Group, LLC | History | Added to | 614,150 | 14,886 | 1.84% | 1.6% | 44 | +86,127 | 16.31% | Q1 2026 | Apr 29, 2026 |
| CENTRAL TRUST Co | History | Added to | 612,998 | 14,859 | 0.29% | 0.29% | 45 | +11,254 | 1.87% | Q1 2026 | Apr 17, 2026 |
| BlackRock, Inc. | History | Added to | 591,182 | 14,330 | 0.0% | 0.0% | 46 | +220,586 | 59.52% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 582,167 | 14,111 | 0.04% | 0.03% | 47 | +82,392 | 16.49% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 579,749 | 14,053 | 0.48% | 0.35% | 48 | +141,659 | 32.34% | Q1 2026 | May 07, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 572,850 | 13,885 | 0.46% | 0.92% | 49 | -588,674 | -50.68% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 564,254 | 13,700 | 0.24% | 0.24% | 50 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 556,683 | 13,493 | 0.99% | 0.92% | 51 | +34,720 | 6.65% | Q1 2026 | May 07, 2026 |
| NOVEM GROUP | History | Added to | 520,477 | 12,616 | 1.44% | 1.15% | 52 | +109,573 | 26.67% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 511,346 | 12,395 | 0.06% | 0.07% | 53 | -4,852 | -0.94% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 483,816 | 11,727 | 0.06% | 0.07% | 54 | +46,459 | 10.62% | Q1 2026 | May 15, 2026 |
| Northstar Group, Inc. | History | Added to | 483,102 | 11,710 | 1.66% | 1.51% | 55 | +27,568 | 6.05% | Q1 2026 | Apr 28, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 466,908 | 11,317 | 1.79% | 1.74% | 56 | +32,281 | 7.43% | Q1 2026 | May 07, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 451,426 | 10,942 | 0.7% | 0.24% | 57 | +301,620 | 201.34% | Q1 2026 | Apr 16, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 434,774 | 10,538 | 1.06% | 1.4% | 58 | -141,816 | -24.6% | Q1 2026 | May 11, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 432,677 | 10,488 | 2.96% | 2.96% | 59 | -8,392 | -1.9% | Q1 2026 | Apr 10, 2026 |
| First International Bank of Israel Ltd. | History | Reduced | 419,402 | 10,166 | 2.99% | 4.91% | 60 | -4,147 | -0.98% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning, LLC | History | Added to | 398,278 | 9,672 | 2.18% | 2.02% | 61 | +39,692 | 11.07% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 398,322 | 9,655 | 0.04% | 0.04% | 62 | +12,415 | 3.22% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Added to | 375,764 | 9,108 | 0.19% | 0.16% | 63 | +81,818 | 27.83% | Q1 2026 | Apr 13, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 375,457 | 9,101 | 4.3% | 3.99% | 64 | +22,139 | 6.27% | Q1 2026 | Apr 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 354,327 | 8,588 | 0.06% | 0.06% | 65 | +51,714 | 17.09% | Q1 2026 | Apr 15, 2026 |
| Peloton Wealth Strategists | History | Added to | 351,820 | 8,528 | 3.45% | 3.3% | 66 | +1,395 | 0.4% | Q1 2026 | May 14, 2026 |
| InvesTrust | History | Added to | 347,814 | 8,431 | 3.54% | 3.23% | 67 | +3,894 | 1.13% | Q1 2026 | Apr 07, 2026 |
| PFG Private Wealth Management, LLC | History | Added to | 338,044 | 8,194 | 3.47% | 3.48% | 68 | +10,329 | 3.15% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 334,454 | 8,107 | 0.09% | 0.09% | 69 | +12,059 | 3.74% | Q1 2026 | May 05, 2026 |
| Composition Wealth, LLC | History | Added to | 330,998 | 8,023 | 0.11% | 0.07% | 70 | +120,242 | 57.05% | Q1 2026 | Apr 08, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 329,125 | 7,977 | 4.82% | 4.49% | 71 | -7,986 | -2.37% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 323,661 | 7,845 | 0.0% | 0.0% | 72 | +186,515 | 136.0% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 314,211 | 7,616 | 0.01% | 0.01% | 73 | -33,211 | -9.56% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 313,639 | 7,602 | 0.31% | 0.27% | 74 | +45,804 | 17.1% | Q1 2026 | May 12, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 307,305 | 7,449 | 1.28% | 1.26% | 75 | +5,647 | 1.87% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 293,757 | 7,120 | 0.01% | 0.01% | 76 | +8,732 | 3.06% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 283,652 | 6,875 | 0.12% | 0.12% | 77 | +22,629 | 8.67% | Q1 2026 | May 07, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 283,263 | 6,852 | 1.3% | 1.29% | 78 | +16,521 | 6.19% | Q1 2026 | Apr 09, 2026 |
| Ironwood Financial, llc | History | Added to | 281,089 | 6,813 | 1.19% | 1.08% | 79 | +19,676 | 7.53% | Q1 2026 | Apr 16, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 280,567 | 6,800 | 2.68% | 2.37% | 80 | +37,740 | 15.54% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 279,164 | 6,761 | 0.04% | 0.02% | 81 | +109,298 | 64.34% | Q1 2026 | May 15, 2026 |
| HAMEL ASSOCIATES, INC. | History | Added to | 272,676 | 6,609 | 1.89% | 1.9% | 82 | +12,633 | 4.86% | Q1 2026 | May 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 272,482 | 6,604 | 0.06% | 0.06% | 83 | +827 | 0.3% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 269,497 | 6,532 | 0.05% | 0.06% | 84 | +67,771 | 33.6% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 265,210 | 6,428 | 0.12% | 0.12% | 85 | +927 | 0.35% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 263,207 | 6,380 | 0.02% | 0.02% | 86 | +13,515 | 5.41% | Q1 2026 | Apr 30, 2026 |
| Signature Wealth Management Group | History | Reduced | 259,932 | 6,300 | 2.39% | 2.58% | 87 | -392 | -0.15% | Q1 2026 | Apr 01, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 259,209 | 6,283 | 0.38% | 0.36% | 88 | +15,687 | 6.44% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 258,005 | 6,264 | 0.3% | 0.29% | 89 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 257,207 | 6,238 | 0.04% | 0.01% | 90 | +172,819 | 204.79% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 258,026 | 6,232 | 0.11% | 0.09% | 91 | +43,816 | 20.45% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | Added to | 251,668 | 6,100 | 0.27% | 0.32% | 92 | +10,155 | 4.2% | Q1 2026 | May 11, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 250,308 | 6,067 | 0.68% | 0.54% | 93 | +53,614 | 27.26% | Q1 2026 | Apr 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 246,380 | 5,972 | 0.01% | 0.01% | 94 | +73,509 | 42.52% | Q1 2026 | May 01, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 245,120 | 5,941 | 3.17% | 3.14% | 95 | +5,230 | 2.18% | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 244,941 | 5,937 | 0.16% | 0.15% | 96 | -1,183 | -0.48% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 244,671 | 5,921 | 0.0% | 0.0% | 97 | +125,060 | 104.56% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 242,321 | 5,861 | 0.0% | 0.0% | 98 | +63,277 | 35.34% | Q1 2026 | May 15, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 236,946 | 5,743 | 2.12% | 2.07% | 99 | +1,085 | 0.46% | Q1 2026 | Apr 30, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 233,352 | 5,656 | 0.3% | 0.3% | 100 | +6,196 | 2.73% | Q1 2026 | Apr 29, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 233,185 | 5,652 | 2.2% | 2.13% | 101 | +2,366 | 1.03% | Q1 2026 | Apr 29, 2026 |
| Krilogy Financial LLC | History | Added to | 222,935 | 5,399 | 0.17% | 0.18% | 102 | +1,829 | 0.83% | Q1 2026 | Apr 17, 2026 |
| Crews Bank & Trust | History | Added to | 222,525 | 5,394 | 0.78% | 0.74% | 104 | +9,685 | 4.55% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 222,541 | 5,394 | 0.01% | 0.01% | 103 | +476 | 0.21% | Q1 2026 | Apr 22, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 220,259 | 5,339 | 1.4% | 1.41% | 105 | -1,012 | -0.46% | Q1 2026 | May 01, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 217,238 | 5,266 | 1.25% | 1.19% | 106 | +5,877 | 2.78% | Q1 2026 | May 12, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 216,807 | 5,255 | 2.6% | 2.57% | 107 | +2,974 | 1.39% | Q1 2026 | Apr 24, 2026 |
| ES4, LLC | History | Added to | 215,592 | 5,225 | 3.37% | 3.58% | 108 | +1,498 | 0.7% | Q1 2026 | Apr 29, 2026 |
| Heartland Bank & Trust Co | History | Added to | 207,912 | 5,039 | 1.14% | 2.02% | 109 | +11,219 | 5.7% | Q1 2026 | May 06, 2026 |
| Leo Wealth, LLC | History | Added to | 203,315 | 4,928 | 0.36% | 0.35% | 110 | +5,716 | 2.89% | Q1 2026 | May 05, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 203,090 | 4,922 | 0.38% | 0.36% | 111 | +3,550 | 1.78% | Q1 2026 | Apr 29, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 201,097 | 4,874 | 0.07% | 0.06% | 112 | +47,209 | 30.68% | Q1 2026 | Apr 09, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | Reduced | 199,615 | 4,838 | 2.59% | 2.85% | 113 | -970 | -0.48% | Q1 2026 | Apr 29, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 192,727 | 4,671 | 0.08% | 0.08% | 114 | +11,825 | 6.54% | Q1 2026 | May 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 189,888 | 4,602 | 0.3% | 0.27% | 115 | +11,942 | 6.71% | Q1 2026 | Apr 27, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 187,025 | 4,533 | 1.33% | 1.1% | 116 | +30,400 | 19.41% | Q1 2026 | Apr 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 186,057 | 4,510 | 0.17% | 0.16% | 117 | +2,904 | 1.59% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Added to | 186,054 | 4,509 | 0.05% | 0.05% | 118 | +14,884 | 8.7% | Q1 2026 | May 01, 2026 |
| Prospera Financial Services Inc | History | Added to | 176,783 | 4,285 | 0.07% | 0.07% | 119 | +3,634 | 2.1% | Q1 2026 | Apr 14, 2026 |
| Robbins Farley | History | Added to | 172,785 | 4,188 | 1.85% | 1.83% | 120 | +6,759 | 4.07% | Q1 2026 | Apr 17, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 171,240 | 4,150 | 0.03% | 0.02% | 121 | +37,538 | 28.08% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 171,193 | 4,149 | 0.88% | 0.89% | 122 | -2,856 | -1.64% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 170,448 | 4,131 | 0.01% | 0.01% | 123 | -2,134 | -1.24% | Q1 2026 | May 15, 2026 |
| Great Diamond Partners, LLC | History | Added to | 170,074 | 4,122 | 0.79% | 0.71% | 124 | +17,805 | 11.69% | Q1 2026 | May 12, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 167,679 | 4,056 | 0.4% | 0.52% | 125 | +4,477 | 2.74% | Q1 2026 | May 12, 2026 |
| TLWM | History | Reduced | 165,808 | 4,019 | 0.72% | 0.74% | 126 | -788 | -0.47% | Q1 2026 | Apr 08, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 159,136 | 3,857 | 0.3% | 0.29% | 127 | +8,934 | 5.95% | Q1 2026 | May 07, 2026 |
| Probity Advisors, Inc. | History | Reduced | 148,565 | 3,601 | 0.57% | 0.91% | 128 | -85,704 | -36.58% | Q1 2026 | Apr 28, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 148,278 | 3,594 | 1.45% | 1.4% | 129 | +1,881 | 1.28% | Q1 2026 | Apr 28, 2026 |
| Breachway Investments LLC | History | Added to | 147,070 | 3,552 | 3.41% | 3.68% | 130 | +3,520 | 2.45% | Q1 2026 | Apr 13, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 145,628 | 3,530 | 0.71% | 0.71% | 131 | +5,844 | 4.18% | Q1 2026 | Apr 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 144,099 | 3,481 | 0.01% | 0.0% | 132 | +19,423 | 15.58% | Q1 2026 | Apr 08, 2026 |
| WJ Wealth Management, LLC | History | Added to | 143,164 | 3,470 | 1.62% | 1.45% | 133 | +6,619 | 4.85% | Q1 2026 | Apr 28, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 140,596 | 3,408 | 1.44% | 1.99% | 134 | -51,958 | -26.98% | Q1 2026 | Apr 15, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 137,985 | 3,343 | 2.0% | 2.22% | 135 | -7,880 | -5.4% | Q1 2026 | Apr 23, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 136,758 | 3,315 | 2.24% | 2.15% | 136 | +2,037 | 1.51% | Q1 2026 | May 04, 2026 |
| Stonebrook Private Inc. | History | Added to | 135,396 | 3,281 | 0.7% | 0.66% | 137 | +4,705 | 3.6% | Q1 2026 | May 11, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 125,335 | 3,038 | 1.76% | 1.55% | 138 | +13,710 | 12.28% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 121,828 | 2,953 | 0.23% | 0.19% | 139 | +18,402 | 17.79% | Q1 2026 | Apr 23, 2026 |
| Integrated Advisors Network LLC | History | Added to | 121,268 | 2,939 | 0.15% | 0.11% | 140 | +15,575 | 14.74% | Q1 2026 | Apr 28, 2026 |
| TFR Capital, LLC. | History | Added to | 119,133 | 2,887 | 0.89% | 0.6% | 141 | +44,415 | 59.44% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 118,459 | 2,871 | 0.0% | 0.0% | 142 | +4,316 | 3.78% | Q1 2026 | May 13, 2026 |
| LifePlan Financial, LLC | History | Added to | 117,124 | 2,839 | 2.1% | 2.05% | 143 | +7,205 | 6.55% | Q1 2026 | Apr 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 117,004 | 2,836 | 0.01% | 0.01% | 144 | +25,635 | 28.06% | Q1 2026 | May 15, 2026 |
| MTM Investment Management, LLC | History | Added to | 114,766 | 2,781 | 0.88% | 0.81% | 145 | +10,378 | 9.94% | Q1 2026 | May 06, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 113,786 | 2,758 | 0.2% | 0.05% | 146 | +97,867 | 614.78% | Q1 2026 | May 15, 2026 |
| Fortis Capital Management LLC | History | Reduced | 112,908 | 2,736 | 0.28% | 0.37% | 147 | -1,576 | -1.38% | Q1 2026 | May 11, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 110,707 | 2,683 | 1.4% | 1.44% | 148 | +1,626 | 1.49% | Q1 2026 | Apr 20, 2026 |
| Marathon Mission, Inc. | History | Added to | 110,552 | 2,679 | 1.56% | 1.49% | 149 | +4,459 | 4.2% | Q1 2026 | Apr 17, 2026 |
| Rossmore Private Capital | History | Added to | 110,108 | 2,669 | 0.23% | 0.22% | 150 | +7,396 | 7.2% | Q1 2026 | May 01, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 108,359 | 2,626 | 0.07% | 0.07% | 151 | +1,744 | 1.64% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 108,274 | 2,624 | 0.07% | 0.06% | 152 | +1,561 | 1.46% | Q1 2026 | Apr 29, 2026 |
| Covington Investment Advisors Inc. | History | Added to | 105,135 | 2,548 | 0.37% | 0.34% | 153 | +2,352 | 2.29% | Q1 2026 | May 12, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 104,366 | 2,529 | 0.33% | 0.32% | 154 | +7,442 | 7.68% | Q1 2026 | Apr 21, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 103,667 | 2,512 | 1.25% | 1.29% | 155 | -2,535 | -2.39% | Q1 2026 | Apr 23, 2026 |
| Addison Advisors LLC | History | Added to | 102,848 | 2,493 | 0.55% | 0.5% | 156 | +10,990 | 11.96% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 102,620 | 2,487 | 0.01% | 0.01% | 157 | +21,668 | 26.77% | Q1 2026 | Apr 24, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 100,922 | 2,446 | 0.18% | 0.21% | 158 | -12,323 | -10.88% | Q1 2026 | May 05, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 100,369 | 2,432 | 1.03% | 2.56% | 159 | -121,108 | -54.68% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 99,257 | 2,405 | 0.03% | 0.03% | 160 | +12,330 | 14.18% | Q1 2026 | Apr 20, 2026 |
| 10Elms LLP | History | Added to | 98,054 | 2,376 | 1.5% | 0.81% | 161 | +61,489 | 168.16% | Q1 2026 | May 15, 2026 |
| COWA, LLC | History | Added to | 95,309 | 2,310 | 0.62% | 0.11% | 162 | +80,622 | 548.93% | Q1 2026 | May 14, 2026 |
| Centennial Advisors, LLC | History | Reduced | 94,031 | 2,279 | 2.9% | 3.25% | 163 | -8,912 | -8.66% | Q1 2026 | Apr 21, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 89,383 | 2,166 | 0.09% | 0.08% | 164 | +2,834 | 3.27% | Q1 2026 | Apr 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 88,511 | 2,145 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 88,225 | 2,138 | 0.01% | 0.01% | 166 | +8,220 | 10.27% | Q1 2026 | Apr 30, 2026 |
| FF Advisors,LLC | History | Reduced | 88,149 | 2,135 | 0.87% | 1.58% | 168 | -57,507 | -39.48% | Q1 2026 | Apr 27, 2026 |
| Wealthstar Advisors, LLC | History | Added to | 88,107 | 2,135 | 1.0% | 0.91% | 167 | +2,846 | 3.34% | Q1 2026 | Apr 27, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 88,262 | 2,132 | 0.23% | — | 169 | +88,262 | New | Q1 2026 | Apr 10, 2026 |
| Round Rock Advisors LLC | History | Added to | 86,797 | 2,103 | 0.32% | 0.32% | 170 | +89 | 0.1% | Q1 2026 | May 15, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 85,133 | 2,063 | 0.9% | 0.62% | 171 | +24,487 | 40.38% | Q1 2026 | Apr 23, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 83,433 | 2,022 | 0.61% | 0.56% | 172 | +7,200 | 9.44% | Q1 2026 | May 07, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 83,371 | 2,021 | 0.26% | 0.07% | 173 | +62,370 | 296.99% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 83,159 | 2,015 | 0.0% | 0.0% | 174 | +74,061 | 814.04% | Q1 2026 | May 01, 2026 |
| WRAPMANAGER INC | History | Added to | 80,828 | 1,959 | 0.68% | 0.65% | 175 | +1,873 | 2.37% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 79,079 | 1,916 | 0.02% | — | 176 | +79,079 | New | Q1 2026 | May 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 77,378 | 1,875 | 0.14% | 0.09% | 177 | +20,000 | 34.86% | Q1 2026 | Apr 16, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 76,976 | 1,865 | 0.26% | 0.26% | 178 | +1,937 | 2.58% | Q1 2026 | Apr 16, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 76,871 | 1,863 | 0.19% | 0.19% | 179 | -948 | -1.22% | Q1 2026 | Apr 30, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Reduced | 75,886 | 1,839 | 0.37% | 0.37% | 180 | -1,694 | -2.18% | Q1 2026 | May 01, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 75,236 | 1,823 | 0.21% | 0.19% | 181 | +5,981 | 8.64% | Q1 2026 | Apr 24, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 75,147 | 1,821 | 0.21% | 0.23% | 182 | +355 | 0.47% | Q1 2026 | May 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 73,810 | 1,789 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Montecito Bank & Trust | History | Added to | 72,703 | 1,762 | 0.29% | 0.26% | 184 | +5,729 | 8.55% | Q1 2026 | Apr 16, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 72,465 | 1,756 | 0.15% | 0.1% | 185 | +24,387 | 50.72% | Q1 2026 | May 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 72,217 | 1,750 | 0.02% | 0.02% | 186 | -3,621 | -4.77% | Q1 2026 | May 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 71,499 | 1,733 | 0.11% | 0.11% | 187 | +795 | 1.12% | Q1 2026 | May 06, 2026 |
| WealthTrust Axiom LLC | History | Added to | 68,500 | 1,660 | 0.41% | 0.41% | 188 | +3,300 | 5.06% | Q1 2026 | May 11, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 67,945 | 1,646 | 0.3% | 0.22% | 189 | +20,835 | 44.23% | Q1 2026 | Apr 13, 2026 |
| AlTi Global, Inc. | History | No change | 63,500 | 1,539 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 63,483 | 1,538 | 0.32% | 0.35% | 191 | -11,023 | -14.79% | Q1 2026 | Apr 13, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 63,106 | 1,529 | 0.53% | 0.45% | 192 | +7,181 | 12.84% | Q1 2026 | May 04, 2026 |
| Arcataur Capital Management LLC | History | No change | 62,625 | 1,518 | 0.42% | 0.44% | 193 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 61,533 | 1,491 | 0.24% | 0.23% | 194 | +3,726 | 6.45% | Q1 2026 | Apr 22, 2026 |
| Segment Wealth Management, LLC | History | Added to | 61,475 | 1,490 | 0.09% | 0.08% | 195 | +1,238 | 2.06% | Q1 2026 | Apr 20, 2026 |
| High Note Wealth, LLC | History | Added to | 60,571 | 1,468 | 0.29% | 0.08% | 196 | +43,240 | 249.5% | Q1 2026 | May 11, 2026 |
| Austin Private Wealth, LLC | History | No change | 60,053 | 1,458 | 0.11% | 0.11% | 197 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Jefferson Bridge Capital, LLC | History | Added to | 60,133 | 1,457 | 1.45% | 1.43% | 198 | +1,626 | 2.78% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | New | 59,975 | 1,453 | 0.0% | — | 199 | +59,975 | New | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 59,021 | 1,430 | 0.05% | 0.03% | 200 | +11,922 | 25.31% | Q1 2026 | Apr 23, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 58,483 | 1,417 | 0.19% | 0.2% | 201 | +376 | 0.65% | Q1 2026 | May 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 58,435 | 1,416 | 0.16% | 0.16% | 202 | -1,993 | -3.3% | Q1 2026 | Apr 24, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 58,149 | 1,409 | 0.01% | 0.01% | 203 | -25 | -0.04% | Q1 2026 | Apr 15, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Added to | 57,473 | 1,393 | 0.59% | 0.61% | 204 | +3,019 | 5.54% | Q1 2026 | Apr 20, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 56,945 | 1,380 | 0.24% | 0.24% | 205 | +5 | 0.01% | Q1 2026 | May 05, 2026 |
| Reliant Wealth Planning | History | Added to | 56,564 | 1,371 | 0.41% | 0.43% | 206 | +452 | 0.81% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Added to | 55,515 | 1,345 | 0.11% | 0.1% | 207 | +1,700 | 3.16% | Q1 2026 | May 15, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 55,277 | 1,339 | 0.91% | 0.97% | 208 | -5,606 | -9.21% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 54,274 | 1,315 | 0.0% | 0.0% | 209 | +14,713 | 37.19% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 53,485 | 1,296 | 0.02% | 0.0% | 210 | +44,004 | 464.13% | Q1 2026 | Apr 07, 2026 |
| Element Wealth, LLC | History | Added to | 52,695 | 1,277 | 0.53% | 0.52% | 211 | +1,172 | 2.27% | Q1 2026 | May 04, 2026 |
| Redwood Financial Network Corp | History | Added to | 52,598 | 1,274 | 0.84% | 0.78% | 212 | +2,245 | 4.46% | Q1 2026 | May 14, 2026 |
| Hills Bank & Trust Co | History | New | 51,437 | 1,246 | 0.06% | — | 213 | +51,437 | New | Q1 2026 | May 01, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 50,203 | 1,216 | 0.14% | 0.14% | 214 | -789 | -1.55% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 49,937 | 1,210 | 0.0% | 0.0% | 215 | +11,055 | 28.43% | Q1 2026 | May 08, 2026 |
| Beaumont Financial Advisors, LLC | History | New | 49,557 | 1,201 | 0.08% | — | 216 | +49,557 | New | Q1 2026 | May 05, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 49,428 | 1,198 | 0.57% | 0.54% | 217 | -991 | -1.97% | Q1 2026 | Apr 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 49,254 | 1,193 | 0.01% | 0.02% | 218 | -22,606 | -31.46% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 48,942 | 1,186 | 0.0% | 0.0% | 219 | +157 | 0.32% | Q1 2026 | May 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 48,515 | 1,175 | 0.12% | 0.06% | 220 | +26,133 | 116.76% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 48,253 | 1,171 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WESBANCO BANK INC | History | Reduced | 48,074 | 1,165 | 0.03% | 0.04% | 222 | -5,903 | -10.94% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 47,931 | 1,161 | 0.02% | — | 223 | +47,931 | New | Q1 2026 | May 01, 2026 |
| Farmers National Bank | History | No change | 46,997 | 1,141 | 0.25% | 0.25% | 224 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Balentine LLC | History | Added to | 47,020 | 1,139 | 0.05% | 0.04% | 225 | +289 | 0.62% | Q1 2026 | Apr 24, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 46,823 | 1,134 | 0.38% | 0.35% | 226 | +2,344 | 5.27% | Q1 2026 | Apr 03, 2026 |
| 4J Wealth Management LLC | History | Added to | 46,618 | 1,130 | 0.64% | 0.57% | 228 | +5,656 | 13.81% | Q1 2026 | May 05, 2026 |
| Jacobi Capital Management LLC | History | Added to | 46,641 | 1,130 | 0.06% | 0.06% | 227 | +4,980 | 11.95% | Q1 2026 | May 13, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 45,104 | 1,093 | 0.05% | 0.04% | 229 | +14,192 | 45.91% | Q1 2026 | May 08, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 44,677 | 1,082 | 0.16% | 0.16% | 230 | -1,862 | -4.0% | Q1 2026 | May 13, 2026 |
| CGN Advisors LLC | History | Reduced | 43,340 | 1,050 | 0.08% | 0.11% | 231 | -12,118 | -21.85% | Q1 2026 | Apr 13, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 42,347 | 1,026 | 0.12% | 0.12% | 232 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 42,175 | 1,022 | 0.45% | 0.36% | 233 | +8,000 | 23.41% | Q1 2026 | May 05, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 41,128 | 996 | 0.11% | 0.1% | 234 | +4,776 | 13.14% | Q1 2026 | Apr 21, 2026 |
| Walleye Partners, LLC | History | Reduced | 39,844 | 965 | 1.19% | 1.17% | 235 | -3,432 | -7.93% | Q1 2026 | Apr 23, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 39,412 | 955 | 0.74% | 0.77% | 236 | -2,802 | -6.64% | Q1 2026 | Apr 20, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 39,151 | 949 | 0.87% | 0.91% | 237 | +198 | 0.51% | Q1 2026 | Apr 14, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 38,940 | 943 | 0.23% | 0.22% | 238 | +14 | 0.04% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 38,294 | 928 | 0.01% | 0.01% | 239 | +1,862 | 5.11% | Q1 2026 | Apr 23, 2026 |
| Weaver Consulting Group | History | Reduced | 38,124 | 924 | 0.22% | 0.27% | 240 | -8,079 | -17.49% | Q1 2026 | May 15, 2026 |
| DARA CAPITAL US, INC. | History | No change | 37,063 | 898 | 0.85% | 0.8% | 241 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 36,654 | 888 | 0.67% | 0.72% | 242 | +1,081 | 3.04% | Q1 2026 | Apr 27, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 36,556 | 886 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 36,074 | 874 | 0.0% | 0.01% | 244 | -2,229 | -5.82% | Q1 2026 | May 08, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 35,435 | 858 | 0.03% | 0.04% | 245 | -15,912 | -30.99% | Q1 2026 | May 13, 2026 |
| FIRST INTERSTATE BANK | History | No change | 35,211 | 853 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 34,856 | 844 | 0.1% | 0.1% | 247 | +242 | 0.7% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 34,727 | 838 | 0.01% | 0.01% | 248 | +4,537 | 15.03% | Q1 2026 | Apr 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 34,323 | 832 | 0.02% | 0.02% | 249 | +867 | 2.59% | Q1 2026 | May 14, 2026 |
| HORAN Wealth, LLC | History | No change | 34,156 | 829 | 0.08% | 0.13% | 250 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 34,170 | 828 | 0.01% | 0.0% | 251 | +24,127 | 240.24% | Q1 2026 | May 11, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 34,137 | 827 | 0.23% | 0.19% | 252 | +8,430 | 32.79% | Q1 2026 | Apr 22, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 34,120 | 827 | 0.26% | 0.24% | 253 | +467 | 1.39% | Q1 2026 | May 12, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 34,024 | 825 | 0.77% | 0.78% | 254 | +972 | 2.94% | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 34,010 | 824 | 0.18% | 0.15% | 255 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Advisors, LLC | History | No change | 33,745 | 817 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 33,489 | 811 | 0.55% | 0.47% | 257 | +6,096 | 22.25% | Q1 2026 | Apr 23, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 33,124 | 802 | 0.15% | 0.1% | 258 | +9,680 | 41.29% | Q1 2026 | Apr 29, 2026 |
| Bank of New Hampshire | History | Added to | 32,275 | 782 | 0.18% | 0.17% | 260 | +700 | 2.22% | Q1 2026 | Apr 13, 2026 |
| Brookstone Capital Management | History | Reduced | 32,280 | 782 | 0.01% | 0.01% | 259 | -347 | -1.06% | Q1 2026 | Apr 16, 2026 |
| Cove Private Wealth, LLC | History | New | 32,000 | 775 | 0.18% | — | 261 | +32,000 | New | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | New | 31,643 | 767 | 0.04% | — | 262 | +31,643 | New | Q1 2026 | May 11, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 31,613 | 766 | 0.15% | 0.15% | 263 | -210 | -0.66% | Q1 2026 | May 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 31,385 | 760 | 0.01% | 0.01% | 264 | -7,888 | -20.09% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | New | 31,214 | 756 | 0.01% | — | 265 | +31,214 | New | Q1 2026 | May 18, 2026 |
| Stokes Family Office, LLC | History | No change | 30,869 | 748 | 0.08% | 0.07% | 266 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 30,344 | 735 | 0.0% | 0.0% | 267 | +5,118 | 20.29% | Q1 2026 | May 14, 2026 |
| TABLEAUX LLC | History | Added to | 30,306 | 734 | 0.36% | 0.34% | 268 | +10,271 | 51.27% | Q1 2026 | May 14, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 29,808 | 722 | 0.47% | 0.44% | 269 | +692 | 2.38% | Q1 2026 | Apr 15, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 29,655 | 718 | 0.32% | — | 270 | +29,655 | New | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 29,524 | 715 | 0.01% | 0.01% | 271 | -5,462 | -15.61% | Q1 2026 | May 15, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 29,322 | 710 | 0.49% | 0.44% | 272 | +5,600 | 23.61% | Q1 2026 | Apr 21, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 28,946 | 701 | 0.01% | 0.01% | 273 | +1,814 | 6.69% | Q1 2026 | Apr 10, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 28,715 | 696 | 0.04% | 0.04% | 274 | +833 | 2.99% | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | No change | 28,357 | 687 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Summit Wealth Group, LLC | History | No change | 27,779 | 673 | 0.15% | 0.16% | 276 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 27,597 | 668 | 0.25% | 0.23% | 277 | +30 | 0.11% | Q1 2026 | May 04, 2026 |
| Seneca House Advisors | History | Added to | 27,128 | 657 | 0.26% | 0.09% | 278 | +17,423 | 179.53% | Q1 2026 | May 01, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 26,805 | 647 | 0.0% | 0.0% | 279 | +1,465 | 5.78% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | Added to | 26,619 | 644 | 0.03% | 0.02% | 280 | +3,337 | 14.33% | Q1 2026 | May 14, 2026 |
| Atwater Malick LLC | History | Added to | 26,265 | 636 | 0.17% | 0.17% | 281 | +1,363 | 5.47% | Q1 2026 | Apr 22, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,000 | 630 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 25,823 | 625 | 0.03% | 0.03% | 283 | +752 | 3.0% | Q1 2026 | May 12, 2026 |
| Prosperity Planning, Inc. | History | No change | 25,367 | 614 | 0.16% | 0.16% | 284 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 24,597 | 596 | 0.04% | 0.03% | 285 | +2,364 | 10.63% | Q1 2026 | Apr 27, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 24,210 | 586 | 0.13% | 0.13% | 286 | +1,536 | 6.77% | Q1 2026 | Apr 22, 2026 |
| Summit Wealth Partners, LLC | History | No change | 24,186 | 586 | 0.09% | 0.11% | 287 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 24,136 | 585 | 0.4% | 0.4% | 288 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 23,798 | 576 | 0.04% | 0.02% | 289 | +12,493 | 110.51% | Q1 2026 | May 14, 2026 |
| Hurley Capital, LLC | History | Added to | 23,751 | 575 | 0.31% | 0.32% | 290 | +54 | 0.23% | Q1 2026 | May 06, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 23,486 | 569 | 0.07% | 0.08% | 291 | -3,089 | -11.62% | Q1 2026 | May 05, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 23,253 | 563 | 0.12% | 0.18% | 292 | -11,419 | -32.93% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 22,769 | 551 | 0.02% | 0.0% | 293 | +21,365 | 1521.72% | Q1 2026 | Apr 22, 2026 |
| American Trust | History | No change | 22,553 | 546 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Belpointe Asset Management LLC | History | Added to | 22,478 | 544 | 0.02% | 0.02% | 295 | +2,001 | 9.77% | Q1 2026 | Apr 28, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 22,027 | 533 | 0.06% | 0.06% | 296 | -2,060 | -8.55% | Q1 2026 | Apr 20, 2026 |
| Straight Path Wealth Management | History | Added to | 21,896 | 530 | 0.14% | 0.14% | 297 | +886 | 4.22% | Q1 2026 | Apr 22, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 21,712 | 526 | 0.05% | — | 298 | +21,712 | New | Q1 2026 | May 06, 2026 |
| SUMMITRY LLC | History | Added to | 20,757 | 503 | 0.02% | 0.01% | 299 | +8,807 | 73.7% | Q1 2026 | May 22, 2026 |
| Summit Financial, LLC | History | Reduced | 20,472 | 496 | 0.01% | 0.01% | 300 | -333 | -1.6% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 19,600 | 475 | 0.01% | 0.01% | 301 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Lee Financial Co | History | No change | 19,430 | 470 | 0.07% | 0.06% | 302 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,872 | 457 | 0.0% | 0.0% | 303 | -2,653 | -12.33% | Q1 2026 | May 04, 2026 |
| Rothschild Wealth LLC | History | Added to | 18,691 | 453 | 0.04% | 0.03% | 304 | +5,144 | 37.97% | Q1 2026 | May 06, 2026 |
| Livet Wealth, LLC | History | New | 18,649 | 452 | 0.29% | — | 305 | +18,649 | New | Q1 2026 | Apr 24, 2026 |
| Curbstone Financial Management Corp | History | New | 18,490 | 448 | 0.09% | — | 307 | +18,490 | New | Q1 2026 | Apr 15, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | Added to | 18,500 | 448 | 0.37% | 0.3% | 306 | +3,500 | 23.33% | Q1 2026 | May 13, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 18,172 | 440 | 0.03% | 0.03% | 308 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | Added to | 18,143 | 439 | 0.07% | 0.07% | 309 | +333 | 1.87% | Q1 2026 | May 06, 2026 |
| American Money Management, LLC | History | Added to | 17,797 | 431 | 0.07% | 0.07% | 310 | +2 | 0.01% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | No change | 17,570 | 425 | 0.04% | 0.05% | 311 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 17,380 | 421 | 0.07% | 0.07% | 312 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 17,061 | 413 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 16,929 | 411 | 0.25% | 0.25% | 314 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Black Swift Group, LLC | History | Reduced | 16,750 | 406 | 0.07% | 0.08% | 315 | -4,000 | -19.28% | Q1 2026 | Apr 24, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 16,645 | 403 | 0.05% | 0.07% | 316 | -6,165 | -27.03% | Q1 2026 | May 04, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 16,381 | 396 | 0.0% | 0.01% | 317 | -7,586 | -31.65% | Q1 2026 | Apr 29, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 16,306 | 395 | 0.08% | 0.08% | 318 | +2 | 0.01% | Q1 2026 | Apr 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 16,185 | 392 | 0.01% | — | 319 | +16,185 | New | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | New | 15,980 | 387 | 0.0% | — | 320 | +15,980 | New | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 15,941 | 386 | 0.15% | — | 321 | +15,941 | New | Q1 2026 | Apr 22, 2026 |
| Mutual Advisors, LLC | History | Added to | 15,632 | 378 | 0.01% | 0.01% | 322 | +115 | 0.74% | Q1 2026 | May 01, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 15,382 | 372 | 0.02% | 0.02% | 323 | -985 | -6.02% | Q1 2026 | May 08, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 15,200 | 368 | 0.27% | 0.25% | 324 | +500 | 3.4% | Q1 2026 | Apr 16, 2026 |
| Financial Advisory Corp | History | Added to | 15,178 | 367 | 0.05% | 0.05% | 325 | +105 | 0.7% | Q1 2026 | Apr 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,138 | 366 | 0.01% | 0.01% | 326 | +2,954 | 24.24% | Q1 2026 | May 15, 2026 |
| CFO CAPITAL MANAGEMENT LLC | History | Added to | 15,048 | 364 | 0.3% | 0.22% | 328 | +3,156 | 26.54% | Q1 2026 | May 04, 2026 |
| Trust Co of Kansas | History | Reduced | 15,015 | 364 | 0.2% | 0.17% | 327 | -656 | -4.19% | Q1 2026 | May 06, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 14,890 | 360 | 0.07% | 0.08% | 329 | -789 | -5.03% | Q1 2026 | May 12, 2026 |
| Eagle Strategies LLC | History | Added to | 14,646 | 355 | 0.04% | 0.05% | 330 | +73 | 0.5% | Q1 2026 | Apr 20, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 14,522 | 352 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Farnam Financial LLC | History | New | 14,390 | 348 | 0.29% | — | 333 | +14,390 | New | Q1 2026 | Apr 27, 2026 |
| KPP Advisory Services LLC | History | Added to | 14,360 | 348 | 0.05% | 0.05% | 332 | +1,540 | 12.01% | Q1 2026 | Apr 24, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 14,274 | 346 | 0.03% | 0.03% | 334 | -2,022 | -12.41% | Q1 2026 | Apr 15, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 13,765 | 333 | 0.1% | 0.1% | 335 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,663 | 331 | 0.0% | 0.0% | 336 | +1,380 | 11.24% | Q1 2026 | May 13, 2026 |
| Ledyard National Bank | History | No change | 13,640 | 330 | 0.03% | 0.03% | 337 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ferguson Johnson Wealth Management Inc | History | No change | 13,452 | 326 | 0.26% | 0.27% | 338 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fortune Financial Group, Inc. | History | New | 13,404 | 324 | 0.29% | — | 339 | +13,404 | New | Q1 2026 | Apr 23, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Added to | 13,330 | 323 | 0.03% | 0.02% | 340 | +4,127 | 44.84% | Q1 2026 | Apr 22, 2026 |
| Evergreen Wealth Partners LLC | History | Reduced | 13,123 | 318 | 0.24% | 0.27% | 341 | -45 | -0.34% | Q1 2026 | May 08, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 13,020 | 315 | 0.08% | 0.08% | 342 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 12,811 | 310 | 0.09% | 0.2% | 343 | -17,922 | -58.32% | Q1 2026 | Apr 16, 2026 |
| Summit Trail Advisors, LLC | History | New | 12,800 | 310 | 0.0% | — | 344 | +12,800 | New | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 12,686 | 306 | 0.02% | 0.02% | 345 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| United Community Bank | History | New | 12,580 | 304 | 0.1% | — | 346 | +12,580 | New | Q1 2026 | Apr 24, 2026 |
| Betterment LLC | History | Added to | 12,453 | 302 | 0.0% | 0.0% | 347 | +2,249 | 22.04% | Q1 2026 | May 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 12,429 | 301 | 0.1% | 0.1% | 348 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 12,191 | 295 | 0.18% | 0.17% | 350 | +867 | 7.66% | Q1 2026 | Apr 15, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 12,200 | 295 | 0.13% | 0.14% | 349 | -350 | -2.79% | Q1 2026 | Apr 22, 2026 |
| Meredith Wealth Planning | History | Added to | 11,996 | 290 | 0.08% | 0.09% | 351 | +44 | 0.37% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 11,928 | 289 | 0.0% | 0.0% | 352 | +404 | 3.51% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | New | 11,875 | 287 | 0.01% | — | 353 | +11,875 | New | Q1 2026 | May 06, 2026 |
| Advisor OS, LLC | History | Reduced | 11,615 | 281 | 0.02% | 0.03% | 354 | -5,941 | -33.84% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 11,431 | 277 | 0.02% | 0.02% | 355 | -25 | -0.22% | Q1 2026 | Apr 30, 2026 |
| Csenge Advisory Group | History | New | 11,383 | 275 | 0.01% | — | 357 | +11,383 | New | Q1 2026 | Apr 30, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 11,367 | 275 | 0.14% | 0.15% | 356 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Horizons Wealth Management | History | Added to | 11,277 | 273 | 0.18% | 0.16% | 358 | +1,047 | 10.23% | Q1 2026 | Apr 02, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 11,245 | 271 | 0.17% | 0.19% | 359 | +118 | 1.06% | Q1 2026 | May 06, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 10,729 | 260 | 0.12% | 0.12% | 360 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Highland Financial Advisors, LLC | History | No change | 10,606 | 257 | 0.07% | 0.07% | 361 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 10,540 | 255 | 0.01% | 0.01% | 362 | +111 | 1.06% | Q1 2026 | May 04, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 10,530 | 255 | 0.02% | 0.02% | 363 | -25 | -0.24% | Q1 2026 | Apr 20, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 10,498 | 254 | 0.1% | 0.1% | 364 | -571 | -5.16% | Q1 2026 | May 07, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 10,447 | 253 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Greenspring Advisors, LLC | History | No change | 10,316 | 250 | 0.02% | 0.02% | 366 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PSI Advisors, LLC | History | Added to | 10,150 | 246 | 0.06% | 0.05% | 367 | +1,650 | 19.41% | Q1 2026 | May 14, 2026 |
| SEEDS INVESTOR LLC | History | New | 10,073 | 243 | 0.03% | — | 368 | +10,073 | New | Q1 2026 | May 11, 2026 |
| Arnold Financial Planning LLC | History | New | 10,003 | 242 | 0.23% | — | 369 | +10,003 | New | Q1 2026 | Apr 14, 2026 |
| Briggs Wealth Management, Inc | History | No change | 9,937 | 240 | 0.25% | 0.26% | 370 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | New | 9,667 | 234 | 0.0% | — | 372 | +9,667 | New | Q1 2026 | May 06, 2026 |
| McGuire Investment Group, LLC | History | Added to | 9,661 | 234 | 0.03% | 0.02% | 371 | +714 | 7.98% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,620 | 233 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| STAR Financial Bank | History | Reduced | 9,574 | 232 | 0.11% | 0.91% | 375 | -64,011 | -86.99% | Q1 2026 | May 08, 2026 |
| Trust Point Inc. | History | New | 9,571 | 232 | 0.02% | — | 376 | +9,571 | New | Q1 2026 | Apr 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 9,600 | 232 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 9,416 | 228 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | New | 9,400 | 227 | 0.05% | — | 378 | +9,400 | New | Q1 2026 | Apr 16, 2026 |
| Riverstone Advisors, LLC | History | Added to | 9,342 | 226 | 0.11% | 0.11% | 379 | +29 | 0.31% | Q1 2026 | Apr 21, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 9,204 | 223 | 0.03% | 0.03% | 380 | -286 | -3.01% | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Added to | 9,126 | 221 | 0.0% | 0.0% | 381 | +34 | 0.37% | Q1 2026 | Apr 27, 2026 |
| M3 Advisory Group, LLC | History | No change | 9,150 | 221 | 0.14% | 0.14% | 382 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Aspen Wealth Management LLC | History | New | 9,103 | 220 | 0.04% | — | 383 | +9,103 | New | Q1 2026 | Apr 01, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 9,056 | 219 | 0.01% | 0.01% | 385 | +408 | 4.72% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 9,059 | 219 | 0.01% | 0.01% | 384 | +4 | 0.04% | Q1 2026 | May 14, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 9,001 | 218 | 0.06% | 0.06% | 386 | +63 | 0.7% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | New | 8,907 | 215 | 0.0% | — | 388 | +8,907 | New | Q1 2026 | May 12, 2026 |
| MLP3, LLC | History | Added to | 8,890 | 215 | 0.24% | 0.23% | 387 | +15 | 0.17% | Q1 2026 | Apr 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 8,867 | 214 | 0.03% | 0.03% | 389 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 8,633 | 209 | 0.04% | 0.04% | 390 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Empirical Asset Management, LLC | History | No change | 8,632 | 209 | 0.06% | 0.06% | 391 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 8,500 | 206 | 0.0% | — | 393 | +8,500 | New | Q1 2026 | Apr 24, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 8,500 | 206 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 8,440 | 204 | 0.03% | 0.03% | 394 | +59 | 0.7% | Q1 2026 | Apr 16, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 8,350 | 202 | 0.01% | 0.01% | 395 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 8,285 | 200 | 0.01% | 0.01% | 396 | +2,673 | 47.63% | Q1 2026 | Apr 28, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 7,460 | 180 | 0.04% | 0.04% | 397 | +218 | 3.01% | Q1 2026 | May 07, 2026 |
| Trust Co | History | Added to | 6,938 | 168 | 0.02% | 0.02% | 398 | +24 | 0.35% | Q1 2026 | Apr 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 6,825 | 165 | 0.02% | 0.01% | 399 | +4,655 | 214.52% | Q1 2026 | Apr 24, 2026 |
| Hyposwiss Advisors SA | History | No change | 6,345 | 153 | 0.15% | 0.15% | 400 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BALLAST ADVISORS LLC | History | No change | 6,170 | 150 | 0.04% | 0.04% | 401 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 6,155 | 149 | 0.0% | — | 402 | +6,155 | New | Q1 2026 | May 11, 2026 |
| Front Row Advisors LLC | History | Added to | 5,850 | 141 | 0.05% | 0.03% | 403 | +1,650 | 39.29% | Q1 2026 | May 19, 2026 |
| Black Cypress Capital Management, LLC | History | Added to | 5,800 | 140 | 0.1% | 0.06% | 404 | +2,500 | 75.76% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 5,759 | 139 | 0.0% | 0.0% | 405 | -436 | -7.04% | Q1 2026 | May 11, 2026 |
| Truvestments Capital LLC | History | New | 5,318 | 128 | 0.02% | — | 406 | +5,318 | New | Q1 2026 | May 13, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 5,244 | 127 | 0.12% | — | 407 | +5,244 | New | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | No change | 4,793 | 116 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Western Wealth Management, LLC | History | New | 4,716 | 114 | 0.0% | — | 409 | +4,716 | New | Q1 2026 | May 19, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,553 | 110 | 0.0% | 0.0% | 410 | +2,030 | 80.46% | Q1 2026 | May 14, 2026 |
| Coastline Trust Co | History | No change | 4,375 | 106 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,350 | 105 | 0.0% | 0.0% | 412 | -35,673 | -89.13% | Q1 2026 | May 13, 2026 |
| Align Financial, LLC | History | Reduced | 4,282 | 103 | 0.06% | 0.06% | 413 | -99,315 | -95.87% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | No change | 4,145 | 100 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 3,750 | 90 | 0.01% | 0.01% | 415 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CNB Bank | History | Reduced | 3,706 | 89 | 0.04% | 0.04% | 416 | -36 | -0.96% | Q1 2026 | May 06, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 3,657 | 88 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,525 | 85 | 0.04% | 0.04% | 418 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ascentis Independent Advisors | History | New | 3,500 | 84 | 0.01% | — | 419 | +3,500 | New | Q1 2026 | Apr 28, 2026 |
| Orion Capital Management LLC | History | New | 3,300 | 79 | 0.03% | — | 420 | +3,300 | New | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 3,248 | 78 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,175 | 76 | 0.02% | 0.02% | 422 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Napier Financial, LLC | History | New | 2,838 | 68 | 0.02% | — | 423 | +2,838 | New | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,791 | 67 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BARCLAYS PLC | History | No change | 2,733 | 66 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 65 | 0.05% | 0.05% | 427 | +1 | New | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2,700 | 65 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,590 | 62 | 0.0% | 0.01% | 428 | +18 | 0.7% | Q1 2026 | May 19, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 2,401 | 58 | 0.02% | 0.02% | 429 | -99 | -3.96% | Q1 2026 | Apr 01, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 2,089 | 50 | 0.05% | 0.05% | 430 | +14 | 0.67% | Q1 2026 | May 05, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 2,000 | 48 | 0.01% | — | 432 | +2,000 | New | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,000 | 48 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,777 | 43 | 0.0% | — | 433 | +1,777 | New | Q1 2026 | May 07, 2026 |
| Miller Global Investments, LLC | History | New | 1,620 | 39 | 0.04% | — | 434 | +1,620 | New | Q1 2026 | Apr 06, 2026 |
| Stephens Consulting, LLC | History | No change | 1,551 | 37 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Legacy Bridge, LLC | History | No change | 1,418 | 34 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | No change | 1,314 | 31 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EASTERN BANK | History | No change | 1,015 | 24 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MOTCO | History | No change | 989 | 23 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 837 | 20 | 0.01% | 0.01% | 440 | +7 | 0.84% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 855 | 20 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Blue Trust, Inc. | History | Added to | 786 | 19 | 0.0% | 0.0% | 443 | +6 | 0.77% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 813 | 19 | 0.0% | 0.0% | 442 | +5 | 0.62% | Q1 2026 | Apr 17, 2026 |
| Colonial Trust Co / SC | History | No change | 800 | 19 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 715 | 17 | 0.0% | — | 446 | +715 | New | Q1 2026 | May 08, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 730 | 17 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 628 | 15 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 575 | 14 | 0.0% | 0.0% | 448 | +4 | 0.7% | Q1 2026 | Apr 06, 2026 |
| First PREMIER Bank | History | No change | 315 | 8 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 92 | 2 | 0.0% | 0.0% | 450 | -968 | -91.32% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -723,911 | -100.0% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -393,499 | -100.0% | Q1 2026 | Apr 01, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 2.77% | — | -290,835 | -100.0% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -64,815 | -100.0% | Q1 2026 | May 12, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -64,448 | -100.0% | Q1 2026 | May 08, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -47,042 | -100.0% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,296 | -100.0% | Q1 2026 | May 14, 2026 |
| Cypress Point Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -35,000 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -28,232 | -100.0% | Q1 2026 | May 15, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.83% | — | -25,992 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -14,050 | -100.0% | Q1 2026 | Apr 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -12,407 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.03% | — | -11,590 | -100.0% | Q1 2026 | Apr 17, 2026 |
| J.E. Simmons & Co., P.C. | History | Closed out | 0 | 0 | — | 0.17% | — | -10,769 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -9,546 | -100.0% | Q1 2026 | May 13, 2026 |
| Banque Cantonale Vaudoise | History | Closed out | 0 | 0 | — | 0.01% | — | -7,617 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,375 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -5,207 | -100.0% | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q1 2026 | May 08, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q1 2026 | Apr 16, 2026 |